Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
8.45%
6 Months
2.30%
29.49%
1 Year
9.30%
37.09%
3 Years
13.80%
18.49%
5 Years
16.30%
12.39%
Since Inception
18.90%
18.64%
Fund Age
10 yrs 1 mo
10 yrs 3 mo
AUM
₹2,128.58 Cr
₹1,760.35 Cr
Alpha – 1 Year
4.60%
32.37%
Alpha – 3 Years
1.70%
6.40%
Information Ratio – 3 Years
0.16
0.52
Volatility – 1 Year
18.96%
25.02%
Volatility – 3 Years
16.97%
18.27%
Beta – 1 Year
1.03
1.22
Beta – 3 Years
0.88
0.89
Sharpe Ratio – 1 Year
0.27
1.18
Sharpe Ratio – 3 Years
0.54
0.74
Worst Rolling Year
0.21%
-0.28%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−14.69%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
98.85%
99.89%
Median Rolling Year
19.90%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
Top 5 Holdings
—
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%